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| Episode | Date |
|---|---|
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Markets Hate Uncertainty
|
May 07, 2026 |
|
Markets Through a Divided Lens
|
Apr 30, 2026 |
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Beyond the Headlines: What the Markets Are Really Telling Us
|
Apr 23, 2026 |
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Navigating Today’s Home Buying & Selling Market
|
Apr 16, 2026 |
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Clear Guidance in Uncertain Times
|
Apr 09, 2026 |
|
REAL Financial Advice
|
Apr 02, 2026 |
|
Managing Your Plan in War Times
|
Mar 26, 2026 |
|
Who Do You Trust For News?
|
Mar 19, 2026 |
|
Financial Advice in Light of a War
|
Mar 12, 2026 |
|
Stories From the Front Lines
|
Mar 05, 2026 |
|
Is It Too Good To Be True?
|
Feb 26, 2026 |
|
What Is A Gray Divorce?
|
Feb 19, 2026 |
|
Generational Divides
|
Feb 12, 2026 |
|
Lessons from a Self-Driving Tesla
|
Feb 05, 2026 |
|
Social Security Fears?
|
Jan 29, 2026 |
|
New Year Financial Clean Up
|
Jan 22, 2026 |
|
Financial Planning Tips to Kick Off the New Year
|
Jan 15, 2026 |
|
Our 2026 Financial Predictions Extravaganza!
|
Jan 08, 2026 |
|
Looking Back & Looking Forward!
|
Jan 01, 2026 |
|
Still Carrying Cash?
|
Dec 25, 2025 |
|
Year End Tax Planning Strategies
|
Dec 18, 2025 |
|
Lessons from Babson College Students
|
Dec 11, 2025 |
|
How We Make The Client Experience Worth It
|
Dec 04, 2025 |
|
Hidden Beneficiaries: How Uncle Sam Shapes Your Estate Plan
|
Nov 26, 2025 |
|
Helping Aging Parents with Money
|
Nov 20, 2025 |
|
Are You Ready For The Encore?
|
Nov 13, 2025 |
|
What Do You Want Your Money To Do For You?
|
Nov 06, 2025 |
|
Live from Hawaii with LPL CEO Rich Steinmeier!
|
Oct 30, 2025 |
|
Understanding the Special “K” Economy
|
Oct 23, 2025 |
|
What if you Could Uncomplicate Your Estate Plan?
|
Oct 16, 2025 |
|
Should You Stay Or Should You Go?
|
Oct 09, 2025 |
|
What If You Could Feel Alive in Retirement?
|
Sep 25, 2025 |
|
Retiree Financial Health Score
|
Sep 18, 2025 |
|
How Much is Enough?
|
Sep 11, 2025 |
|
The Influence of Sound Bits and Headlines
|
Sep 04, 2025 |
|
What if You Could... Find a Financial Advisor Who Does More than Just Investments?
|
Aug 28, 2025 |
|
What If You Could?
|
Aug 21, 2025 |
|
Financial Tips for International Travel
|
Aug 13, 2025 |
|
Some Thoughts About Tariffs
|
Aug 07, 2025 |
|
The Role of Power Of Attorney
|
Jul 31, 2025 |
|
Lower Interest Rates – What’s In It For Me?
|
Jul 24, 2025 |
|
Highlights of the Big Beautiful Bill
|
Jul 17, 2025 |
|
Midyear Review: Looking Back & Looking Forward
|
Jul 10, 2025 |
|
Watch Out For Scammers!
|
Jul 03, 2025 |
|
Be Careful of Where You Get Your Info!
|
Jun 26, 2025 |
|
What to Know Before Relocating in Retirement
|
Jun 19, 2025 |
|
Live from Duke University!
|
Jun 12, 2025 |
|
What Works For You May Not Work For Others!
|
Jun 05, 2025 |
|
Water Cooler Personal Finance
|
May 29, 2025 |
|
How Much Money Buys Happiness?
|
May 22, 2025 |
|
Another False Alarm
|
May 15, 2025 |
|
You Don’t Know What You Don’t Know
|
May 12, 2025 |
|
Financial Advice for Graduating College Students
|
May 01, 2025 |
|
4-24-2025 Dollars and Sense, The Retirement Equation
|
Apr 24, 2025 |
|
4-17-2025 Dollars and Sense, Advice for Nervous Investors
|
Apr 17, 2025 |
|
4-10-2025 Dollars and Sense, Demystifying Taxes
|
Apr 10, 2025 |
|
4-3-2025 Dollars and Sense, Financial Advice When a Loved One Dies
|
Apr 03, 2025 |
|
3-27-2025 Dollars and Sense, Social Security Myth Busters
|
Mar 27, 2025 |
|
3-20-2025 Dollars and Sense, This time is different? Not so fast...
|
Mar 20, 2025 |
|
3-13-2025 Dollars and Sense, Non-Negotiable Money Rules
|
Mar 13, 2025 |
|
3-6-2025 Dollars and Sense, Is My Social Security... Secure?
|
Mar 06, 2025 |
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2-27-2025 Dollars and Sense, A Portfolio That Lets You Sleep At Night
|
Feb 27, 2025 |
|
2-20-2025 Dollars and Sense, It’s Not About the Number!
|
Feb 20, 2025 |
|
2-13-2025 Dollars and Sense, Valentine’s Day Special: Live From The Freedman Household
|
Feb 13, 2025 |
|
2-06-2025 Dollars and Sense, Worried? Get Out Of Your Bubble!
|
Feb 06, 2025 |
|
1-30-2025 Dollars and Sense, New Year. New Volatility. Remain Rational.
|
Jan 30, 2025 |
|
1-23-2025 Dollars and Sense, California Wildfires: Wondering About Your Insurance Coverage?
|
Jan 23, 2025 |
|
1-16-2025 Dollars and Sense, What Has Been Your Best and Worst Investment?
|
Jan 16, 2025 |
|
1-09-2025 Dollars and Sense, Stop Moving the Goal Posts!
|
Jan 09, 2025 |
|
1-02-2025 Dollars and Sense, 2025 Stock Market Predictions Spectacular!
|
Jan 02, 2025 |
|
12-26-2024 Dollars and Sense, This is Marc's New Year's Resolution. What's Yours?
|
Dec 26, 2024 |
|
12-20-2024 Dollars and Sense, Why It’s OK To Spend This Month
|
Dec 19, 2024 |
|
12-12-2024 Dollars and Sense, Buying Flexibility For the Future
|
Dec 12, 2024 |
|
12-05-2024 Dollars and Sense, What Do You Love to Spend Money On?
|
Dec 05, 2024 |
|
11-26-2024 Dollars and Sense, Financial Advice With A Cherry On Top!
|
Nov 26, 2024 |
|
11-21-2024 Dollars and Sense, How To Get Better Value From the Fee You Pay
|
Nov 21, 2024 |
|
11-14-2024 Dollars and Sense, The Modern Day Retirement Equation
|
Nov 14, 2024 |
|
11-07-2024 Dollars and Sense, What Are Your Insurance Needs?
|
Nov 07, 2024 |
|
10-31-2024 Dollars and Sense, Let’s Talk About Year-End Giving
|
Oct 31, 2024 |
|
10-24-2024 Dollars and Sense, Making the Most of Employee Benefits
|
Oct 24, 2024 |
|
10-17-2024 Dollars and Sense, Don't Worry About the Short-Term
|
Oct 17, 2024 |
|
10-10-2024 Dollars and Sense, You're Likely Doing Better Than Most
|
Oct 10, 2024 |
|
10-03-2024 Dollars and Sense, "Why Keeping it Simple Makes You Smahter!"
|
Oct 03, 2024 |
|
09-26-2024 Dollars and Sense, How Long Do You Plan To Live?
|
Sep 26, 2024 |
|
09-19-2024 Dollars and Sense, Why Beneficiary Designations Matter
|
Sep 19, 2024 |
|
09-12-2023 Dollars & Sense, Financial Advice for Parents and their Adult Children
|
Sep 12, 2024 |
|
09-05-2023 Dollars & Sense, Financial Advice for Parents and their Adult Children
|
Sep 05, 2024 |
|
08-29-2023 Dollars & Sense, Why Your Investment Structure Matters More Than the Investments Themselves
|
Aug 29, 2024 |
|
08-22-2023 Dollars & Sense, Secrets to Client Retention
|
Aug 22, 2024 |
|
08-15-2024 Dollars & Sense, Navigating Market Shifts Amid Interest Rate Changes
|
Aug 15, 2024 |
|
08-08-2024 Dollars & Sense, Is Behavior more Important than Intelligence?
|
Aug 08, 2024 |
|
08-01-2024 Dollars & Sense, Financial Planning Amidst Global Uncertainty
|
Aug 01, 2024 |
|
07-25-2024 Dollars & Sense, Lessons from Jury Duty
|
Jul 25, 2024 |
|
07-18-2024 Dollars & Sense, Back to School Blueprint: Education Planning & 529 Plans
|
Jul 18, 2024 |
|
07-11-2023 Dollars & Sense, Navigating Financial Fallacies
|
Jul 11, 2024 |
|
07-04-2023 Dollars & Sense, Adapting to Unforeseen Transitions
|
Jul 04, 2024 |
|
06-28-24 Dollars & Sense, Do You Have TOO MUCH CASH in the bank?
|
Jun 27, 2024 |
|
06-20-2024 Dollars & Sense, Why Do We Include Bonds In Your Portfolio?
|
Jun 20, 2024 |
|
06-13-2024 Dollars & Sense, Why Travel Planning is Part of a Financial Plan
|
Jun 13, 2024 |
|
06-06-2024 Dollars & Sense, Retirement Curveballs: Planning for the Unexpected
|
Jun 06, 2024 |